PipeDrive Workflow Automation: Disposition(s) to Send Email PipeDrive Workflow Automation: Disposition(s) to Send Email

PipeDrive Workflow Automation: Disposition(s) to Send Email

George George

The Basics

Kixie now sets call dispositions in all CRMs as tasks or activities. This means you and your team save time and energy with automations triggered by your call dispositions. A Kixie team specialist can help you build these automations and filters in your CRM, as well as support configuration on other external software(s) that you use in conjunction with Kixie.

 

In the following video, you will see an example of a PipeDrive automation (sending a pre-fixed email) that is triggered by a call disposition (connected) from the Kixie PowerCall dialer. 

 

Question: How does this automation help me?

  • You reduce human error and save the time it takes to send out emails individually.